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Financial planning textbook question

anon Thu 03 Sep 2020 16:40:50 No.882757 View View Reply Original Report

Quoted By: >>882760 >>882766 >>882769

Wouldn't a financial planner do all of these things?

Anonymous

Anonymous Thu 03 Sep 2020 16:47:06 No.882760 Report

Quoted By:

>>882757
Sure, but that's not what the question is asking. Read it again, either aloud, using your finger, or to a rubber duck.

I'm not even being patronising here; if you have a problem with reading the question these techniques really do help, and exam technique is worth 5-10%, which is the difference between a B and an A.

Anonymous

Anonymous Thu 03 Sep 2020 16:59:45 No.882766 Report

Quoted By: >>882769 >>882770

>>882757
The question is stupid "certified financial planner" would be quite helpful in more than just evaluating alternatives.

Anonymous

Anonymous Thu 03 Sep 2020 17:04:23 No.882769 Report

Quoted By: >>882776 >>883039,2

>>882757
>>882766
The question isn't "How useful are Certified Financial Planners?"; it's "Seeking relevant information is done in which step in the financial planning process?"

Anonymous

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Anonymous Thu 03 Sep 2020 17:06:40 No.882770 Report

Quoted By:

>>882766
Again, no points for answering a different question you just made up.

Anonymous

Anonymous Thu 03 Sep 2020 17:18:05 No.882776 Report

Quoted By: >>882781

>>882769
Are you retarded? Seeking relevant information can be done in any phase.
Financial planner:
can advise you which goals are realistic.
when decided on goal, he can help you create plan.
if you have plan already created, he can review it.
The american education ffs.

Anonymous

Anonymous Thu 03 Sep 2020 17:30:36 No.882781 Report

Quoted By: >>882785

>>882776
>Seeking relevant information can be done in any phase
Sure, but in the specific context of this course and question, there very likely is a phase where the bulk of the information is gathered.

Anonymous

Anonymous Thu 03 Sep 2020 17:39:52 No.882785 Report

Quoted By: >>883039

>>882781
Where do you see the context? Are you some kind of oracle?
As the question was posted, it's not clear-cut. Ofc we can't dismiss the possibility that OP is a faggot and omitted important information.

Anonymous

Anonymous Fri 04 Sep 2020 00:55:11 No.883039 Report

Quoted By:

>>882785
>Where do you see the context?
I'm inferring that because OP framed this request as "Financial planning textbook question", and that no one is taking this silly multiple choice quiz of their own volition, that there is an accompanying course or chapter where all these terms were discussed in greater detail.

>Are you some kind of oracle?
Apparently. Heading out for Delphi now.

Anonymous

Anonymous Fri 21 May 2021 16:42:37 No.883039,1 Report Delete

Quoted By:

Different financial planning notebooks have their advantages and disadvantages. I finished writing these notebooks two years ago because I found something more convenient and efficient. All I needed to push towards the result was the help of a specialist from the association https://wealthtender.com/professional-designations/what-is-a-chartered-alternative-investment-analyst-caia/ You can also view the information about it. I'm sure you'll be as interested in this as I was two years ago.

Anonymous

Anonymous Wed 01 Sep 2021 20:55:02 No.883039,2 Report Delete

Quoted By:

>>882769
I think they are quite useful, to be honest. Just get more into it

Anonymous

Anonymous Tue 14 Sep 2021 10:25:19 No.883039,3 Report Delete

Quoted By:

I've never used a planner or a financial notebook because it's completely useless. If you don't have a definite goal and strategy for your business, no tool will help to improve the situation.
That's why I use help from https://www.thepaystubs.com/. This is a great tool that really works and has succeeded in running business projects. I have used it and have seen from my own experience that there is no more valuable and practical activity in business and finance yet. That's why I wouldn't trade it for anything else.

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